Setting Default Requirement Values

Note: This procedure can only be performed by Project administrators.

Project administrators can set default values for Rank, Estimate, Status, and Priority.

Watch how to do it: Changing Default Values.

  1. Log in with Project Administrator credentials.
  2. Click (Home).
  3. Choose a Project from the Available Projects list.
  4. Click Admin Tools.
  5. Click the Defaults tab.
  6. Click Workflow. The default options appear.
  7. For Rank, enter an integer value
  8. For Estimate, enter an integer value.
  9. For Status, put a check next to the Possible Values that you want to use. Click Add Value to add a new value to the top of the list. Double click an existing value to change it. For Requirement definition planning dates, set the default status in the Completed field.
  10. For Priority, put a check next to the Possible Values that you want to use. Click Add Value to add a new value to the top of the list. Double click an existing value to change it.
  11. Click Save.
After the defaults are set, the default values appears in the appropriate fields when you create a Requirement. You can override the defaults by editing the appropriate fields in the Requirement.